1IA

1620 Investment Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$534K
2
+$488K
3
+$465K
4
VTRS icon
Viatris
VTRS
+$445K
5
MTN icon
Vail Resorts
MTN
+$391K

Top Sells

1
+$617K
2
+$511K
3
+$498K
4
STX icon
Seagate
STX
+$456K
5
DRH.PRA
DiamondRock Hospitality Co 8.250% Series A Preferred Stock
DRH.PRA
+$412K

Sector Composition

1 Technology 13.94%
2 Financials 11.55%
3 Healthcare 8.22%
4 Consumer Discretionary 7.95%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28.6K 0.02%
402
-3
352
$28.5K 0.02%
1,108
-10
353
$28.2K 0.02%
159
+18
354
$27.7K 0.02%
591
355
$27.6K 0.02%
510
-132
356
$27.3K 0.02%
458
357
$26.7K 0.02%
370
-34
358
$26.2K 0.02%
848
+3
359
$25.9K 0.02%
130
360
$25.6K 0.02%
253
+2
361
$25.5K 0.02%
498
-1,352
362
$25.5K 0.02%
497
-928
363
$25.2K 0.02%
977
364
$25.1K 0.02%
52
-54
365
$25.1K 0.02%
533
-4
366
$24.2K 0.02%
447
-56
367
$24.1K 0.02%
292
368
$24K 0.02%
520
369
$23.5K 0.02%
+1,600
370
$23.2K 0.02%
264
-910
371
$23K 0.02%
649
372
$22.7K 0.02%
746
-1,559
373
$22.5K 0.02%
1,300
374
$22.4K 0.02%
850
375
$22K 0.01%
1,350
13 14
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